Investment Consultant - Virginia Beach, VA
Fidelity(1 month ago)
About this role
An Investment Consultant at Fidelity works in an Investor Center to support clients with investment decisions and personalized financial planning using Fidelity’s planning tools. The role focuses on serving existing clients and warm leads within a branch setting at a stable financial services firm.
Required Skills
- Financial Planning
- Client Engagement
- Relationship Growth
- Investment Products
- Technology Utilization
- Communication
- Consultative Sales
- Compliance
Qualifications
- Series 7 - FINRA
- Series 63 - FINRA
- Series 65
- Series 66
- State Registrations
- CFP
- Degree
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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